IAA
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Independent Advisor Alliance’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Independent Advisor Alliance’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.27M Buy
+353,213
New +$7.36M 0.08% 232
2025
Q1 		– Sell
-26,695
Closed -$537K – 861
2024
Q4 		$537K Buy
+26,695
New +$546K 0.01% 944

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Independent Advisor Alliance's BSCW Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q1 2026: 353,213 shares worth $7.27M. The stake represents 0.08% of the portfolio and ranks #232 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BSCW as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BSCW in Q4 2024 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Independent Advisor Alliance held 353,213 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $7.27M as of Q1 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #232 holding.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.